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Basketball, Movies, and the Transformed Investor | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
02/26/2024

In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors.

Watch "Tune Out the Noise": https://film.dimensional.com
Access Code: MARKETSWORK

The Once a Year Approach to Looking at Investments

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Jason Brown
02/13/2024

Last year was a very up and down year in the market. That’s not abnormal. In fact, it’s what happens most years. December 12 was the only time last year that I looked at the numbers. In not looking at the numbers throughout the year, I not only minimized worry, but also created the opportunity for a happy surprise.

Chart of the Month – February 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
02/09/2024

How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?

Category: Investing » Foster Group Investment Principles
By Kent Kramer
01/22/2024

Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.

Is a Bitcoin ETF a Fit for Your Plan? | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
01/22/2024

Anytime there is something new that gets a lot of media attention, investors should ask themselves, "Is this an opportunity for me or a distraction for what really matters?" This week, Kent Kramer introduces the first of five investment principles for purposeful investors.

Chart of the Month – January 2024

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
01/17/2024

Compound the Growth of Your 2024 Plans | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio
By Kent Kramer
01/08/2024

What small, consistent steps are in your control this year that, if you complete them, can result in accumulated progress for years to come? This week, Kent Kramer discusses how financial planning may help us discover these kinds of things.

The “Gift” You Shouldn’t Open: Predictions | Financial Perspectives

Category: Investing » Foster Group Investment Principles
By Kent Kramer
12/11/2023

It's that time of year -- news outlets are gathering up nicely wrapped predictions and estimates on what the markets will do in 2024. This week, Kent Kramer analyzes how accurate, or inaccurate, these predictions actually have been in the past.

It’s Gotten Better – Expect it to Continue | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles
By Kent Kramer
11/27/2023

Coming off the Thanksgiving holiday, are you feeling optimistic? If you are an investor, you've likely answered the question with a "yes." This week, Kent Kramer explains why long-term optimism is justifiable in a world filled with bad news.

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Fantasy Football and Financial Planning: What is your strategy?

Category: Investing » Foster Group Investment Principles
By Ross Polking
08/01/2023

Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan. 

Increasing ROI: Return of the Investor – YOU! | Financial Perspectives (In a Minute)

Category: Investing » Active Management
By Kent Kramer
07/24/2023

What investor wouldn't like to have a little more return? This week, Kent Kramer breaks down the average investor return calculation and the options you may have to be better than average.

A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Ashlee Vieregger
07/05/2023

Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.

Chart of the Month – June 2023

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
06/27/2023

This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.

Conventional Wisdom & The Fed | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
06/26/2023

Conventional wisdom is quoted often in news reporting about everything from the economy and markets to sports and politics. This week, Kent Kramer looks at current conventional wisdom regarding markets and the economy.

Navigating the Course of Retirement Planning

Category: Investing » Foster Group Investment Principles
By Andy Mullan
06/15/2023

Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse. 

ChatGPT & The Big 8 | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
06/12/2023

With the biggest tech companies regaining stock market leadership, it’s understandable why investors and the media are attracted to these stocks. However, it’s tempting to forget how these same companies’ stock prices performed in 2022. This week, Kent Kramer shares some investment lessons to be learned from this AI/big tech story.

Baseball and Investing: Managing Behavior for Success

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments
By Ross Polking
05/18/2023

Money is emotional and our “news” cycle is a catalyst. Investors react to what they hear and how they feel, oftentimes to their own detriment.

Debt Ceiling Politics & Markets | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
05/08/2023

Politics are always in the news. Right now, we're hearing a lot about the debt ceiling and the need to increase the US debt ceiling so the government can pay their bills ... or maybe not. This week, Kent Kramer provides an overview of debt ceiling history and what we are seeing today.

Chart of the Month – May 2023

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Michael Westphal
05/04/2023

In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods. 

Recessions, Retirement, & Investments | Financial Perspectives (In a Minute)

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
04/24/2023

There's a lot of talk in the news about recession. Are we in one? Is there one coming? How long or how deep might that recession be? This week, Kent Kramer walks us through what different economists think might occur.

Is Fear the Only Thing to Fear? | Financial Perspectives

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Kent Kramer
04/10/2023

Fear can grab us and demand a response, such that fear itself can become the real danger. This week, Kent Kramer explores how fear and bad news can impact investing and some simple steps you could consider to avoid emotional investing.

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